Gateway Wealth Partners’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Gateway Wealth Partners’s Portfolio HYS Stock Details HYS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$398K	Sell	4,260 -2,536	-37%	-$237K	0.02%	533
2026 Q1	$634K	Buy	+6,796	New	+$641K	0.02%	495
2025 Q3	–	Sell	-3,267	Closed	-$310K	–	416
2025 Q2	$310K	Sell	3,267 -1,106	-25%	-$103K	0.06%	273
2025 Q1	$410K	Sell	4,373 -571	-12%	-$53.9K	0.09%	207
2024 Q4	$463K	Sell	4,944 -241	-5%	-$22.8K	0.12%	174
2024 Q3	$495K	Buy	+5,185	New	+$487K	0.14%	151

Other funds holding HYS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

Gateway Wealth Partners's HYS Position: Q2 2026 in Review

Gateway Wealth Partners reduced its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 37% in Q2 2026, selling an estimated $237K and leaving 4,260 shares worth $398K. The position accounts for 0.02% of the portfolio, ranked #533.

Gateway Wealth Partners first reported a position in HYS in Q3 2024 and has held it in 6 quarters since. The position peaked at $634K in Q1 2026. 264 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

Gateway Wealth Partners held 4,260 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $398K as of Q2 2026.
Gateway Wealth Partners sold 2,536 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $237K.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.02% of Gateway Wealth Partners's portfolio in Q2 2026, its #533 holding.
Gateway Wealth Partners first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q3 2024 and has held it in 6 quarters since.
Gateway Wealth Partners's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $634K in Q1 2026.
264 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.